Flagship Private Equity
Our Flagship Private Equity team has honed a consistent strategy while working together for many years. We harness decades of industry insights and a data-driven approach to develop a differentiated conviction around each investment opportunity. This experience allows us to embrace complexity, appreciate hidden value and capitalize on contrarian themes within our target sectors. We bring robust industry knowledge and operational resources to help management teams accelerate growth, and a flexible approach to the structure of each investment.
Raised Across Flagship Funds
Portfolio Companies
Investment Professionals
Figures as of 9/30/2024. Capital raised includes all fund vehicles. Investment team includes Capital Markets.
Focus
Charlesbank’s Flagship team has a 26-year track record of making successful private equity investments in the middle market, while carefully controlling risk. Operating as specialized sector teams, we pursue attractive opportunities in areas where we have extensive industry expertise. Our strategy focuses on partnering with management teams to accelerate strategic initiatives that drive organic growth and acquisitive consolidation.
Transaction Types
We invest across a range of transaction types. Typical investment candidates include:
- Investments to facilitate growth
- First- or second-time institutional capital
- Founder-led businesses
- Corporate carve-outs
- Partnership conversions
- Executive-led greenfield platforms
- Transactions involving complexity or structural creativity
Target Sectors
Our deep specialization in these sectors allows us to leverage experience and insights to find key opportunities:
- Business & Consumer Services
- Healthcare
- Industrial
- Technology & Tech Infrastructure
Typically control transactions
Open to significant minority investments
$150M-$3B target enterprise value
Drew Appleman
Vice PresidentSamuel Bekenstein
Senior Vice PresidentEdoardo Bertocco
Senior AssociateGabriela Bowman
AssociateZach Brand
Senior AssociateJoseph Braun
Senior AssociateJ. Ryan Carroll
Managing DirectorMichael Choe
Managing Director, Co-Head, Flagship & Chief Executive OfficerDanielle Cosentino
Senior Vice PresidentSheldon Deng
AnalystBert Duarte
Managing DirectorCaleb Esrig
AssociateJulia Frangioni
Associate, Capital MarketsSpencer Friske
Vice PresidentJonathan Garzon
AssociateJesse Ge
PrincipalHarris Gevinson
AnalystArmon Ghodoussi
AssociateAlan Gu
AssociateMichelle He
AssociateFay Huo
AssociateAndrew Jackman
Vice PresidentMatthew E. Jacobson
AssociateAndrew Janower
Managing DirectorDavid Katz
Managing DirectorEdward Kimotho
PrincipalNicole King
Vice PresidentJoshua Klevens
Managing Director and Chief Operating OfficerBrandon Lapensohn
Vice President, Capital MarketsStephanie Lee Weng
Vice PresidentJake Lippe
Vice PresidentZachary Lu
AnalystJenna Macrae
AnalystMolly Manuel
Associate, Capital MarketsJohn Marando
AssociateMichael McGuire
PrincipalScott Miller
AnalystWilliam Newberry
Vice PresidentBrian Pegno
Vice PresidentJared Pomerance
PrincipalCaitlin Riederer
Senior Vice PresidentNicholas Rolfes
Senior Vice PresidentThomas Rosiello
Senior AssociateMutian Rui
Senior Vice PresidentLilly Schlamp
AnalystEmily Sun
AssociateKaran Talreja
Vice PresidentLeah Tan
Senior AssociateCaelin Tran
Vice PresidentDan Trunzo
Vice PresidentPedro Vaz
Managing DirectorNicole Wei
Vice PresidentBrandon White
Managing Director & Co-Head, FlagshipCarolyn Wintner
Managing Director and Head of Capital MarketsAlicia Wu
AnalystNicolas Xu
AssociateJames Zhang
AssociateKendra Zhang
Associate
Accordion
Financial and technology consulting
Current
Action Behavior Centers
Personalized autism therapy
Current
American Residential Services
HVAC and plumbing services
Current
American Tire Distributors
Wholesale tire distribution
Realized
Animal Health International
Animal health products
Realized
Aprio
Accounting and advisory firm
Aptean
Vertical-focused ERP solution provider
Current
Aurora Organic Dairy
Producer of organic milk
Realized
Bankruptcy Management Solutions
Bankruptcy Services
Realized
Bell Automotive
Automotive convenience accessories
Realized
Bell Sports
Sporting goods
Realized
Blacksmith Brands
OTC consumer products
Realized
BOX Partners
Packaging and shipping supplies
Current
- Case Study
Bridgepointe Technologies
IT channel platform
Current
Bridges Consumer Healthcare
OTC healthcare products
Current
Catlin
Property & casualty insurance
Realized
CCMC
Community association management company
Cedar Creek
Wholesale building materials distribution
Realized
CIFC
Credit asset management
Realized
Citadel Plastics
Plastics composite compounds
Realized
City Brewing
Beverage contract manufacturer
Current
CSI Leasing
Computer equipment leasing
Realized
Del Taco
Quick service restaurants
Realized
Empire Today
Flooring and carpet installation
Current
- Case Study
Ensono
IT outsourcing
Realized
EverDriven
Alternative transportation services
Front Row Group
E-commerce enablement service
- Case Study
FULLBEAUTY Brands
Fashion retailer for plus-size consumers
Realized
Galls
Public safety uniforms and equipment
Current
GrayWolf
Specialized mechanical services
Realized
GSI
Agricultural equipment
Realized
HDT Global
Engineered military solutions
Realized
Hearthside Food Solutions
Food contract manufacturer
Current
Ivanti
IT infrastructure automation solutions
Current
Lido Advisors
Wealth management services
Current
MB2 Dental
Dental partnership organization
Current
MDVIP
Membership-based healthcare
Current
Montpelier RE
Property catastrophe insurance
Realized
MyEyeDr.
Optical retailer
Current
National Surgical Hospitals
Short-stay surgical hospitals
Realized
Neptune Retail Solutions
Shopper marketing services
Realized
OnCore Manufacturing
Electronics manufacturing services
Realized
Papa Murphy's
"Take and bake" pizza stores
Realized
Park Place Technologies
IT services and consulting
Current
Peacock Foods
Food industry packaging solutions
Realized
Perspective Financial Group
Independent financial advisory services
Petra Funds Group
Fund administration provider
- Case Study
Plaskolite
Acrylic sheet manufacturer
Realized
Polyconcept
Specialty distributor of customized products
Current
Princeton Review
Test preparation courses and materials
Realized
QC Supply
Farm and livestock supplies
Realized
REEF
Beach inspired footwear
Current
Rise Growth Partners
Strategic financial partner for RIAs
Salus GRC
Governance, risk & compliance
Current
Shoppers Drug Mart
Drugstores
Realized
Six Degrees
Integrated managed data services
Current
Sound United
Audio systems and vehicle security
Realized
Symplr
Healthcare IT software
Current
Technisource
Information technology staffing
Realized
Tecomet
Medical device contract manufacturing
Current
- Case Study
TLC Vision
Eye-care services
Realized
Trojan Battery Company
Deep-cycle battery manufacturing
Realized
United Road Services
Vehicle transport and logistics services
Realized
Universal Technical Institute
Automotive technician education
Realized
Varsity Brands
Academic achievement and athletic brands
Realized
Vestcom
Shelf-edge marketing solutions
Realized
Wayfair
Online home goods retailer
Realized
- Case Study
World Insurance Associates
Full-service insurance brokerage
Current
WorldStrides
Educational student travel
Realized
Zayo Group
Telecom
Realized
Zenith Products
Bathroom storage products
Realized